Capital World Investors Portfolio holdings
Capital World Investors (CWI), a division of Capital Group, one of the oldest and largest investment management firms in the world, was established in 1931 and is headquartered in Los Angeles, California. Specializing in active investment management, CWI focuses on long-term growth through a research-intensive approach, managing hundreds of billions in assets primarily through equity-focused mutual funds and institutional portfolios. It serves a diverse client base, including individual investors, financial advisors, and institutions, and is known for its flagship funds like the American Funds, which emphasize fundamental analysis and a multiple-portfolio-manager system to mitigate risk. With a global reach and a reputation for disciplined, value-oriented investing, CWI remains a cornerstone of Capital Group’s mission to deliver consistent, superior returns.
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Capital One
COF
|
+$4.17B |
| 2 |
KLA
KLAC
|
+$2.47B |
| 3 |
Micron Technology
MU
|
+$1.54B |
| 4 |
Honeywell
HON
|
+$1.28B |
| 5 |
Cloudflare
NET
|
+$906M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Apple
AAPL
|
+$3.73B |
| 2 |
DFS
Discover Financial Services
DFS
|
+$3.53B |
| 3 |
Amazon
AMZN
|
+$3.24B |
| 4 |
AbbVie
ABBV
|
+$1.8B |
| 5 |
Altria Group
MO
|
+$1.75B |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 25.21% |
| 2 | Financials | 14.55% |
| 3 | Consumer Discretionary | 12.26% |
| 4 | Healthcare | 12.01% |
| 5 | Communication Services | 10.28% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
226
Floor & Decor
FND
$6.31B
| $383M | 0.06% |
5,041,424
+2,845
| +0.1% | +$211K |
|
227
Lennar Class A
LEN
$21B
| $360M | 0.05% |
3,253,543
-1,143,043
| -26% | -$124M |
|
228
Caesars Entertainment
CZR
$6.07B
| $354M | 0.05% |
12,476,922
+22,063
| +0.2% | +$600K |
|
229
Halliburton
HAL
$27.5B
| $338M | 0.05% |
16,604,804
-30,583,758
| -65% | -$641M |
|
230
Pfizer
PFE
$153B
| $336M | 0.05% |
13,860,203
-13,368,274
| -49% | -$312M |
|
231
Nucor
NUE
$61.9B
| $328M | 0.05% |
+2,533,742
| New | +$296M |
|
|
DOCU
232
DocuSign
DOCU
$11.2B
| $327M | 0.05% |
4,203,024
+6,008
| +0.1% | +$486K |
|
233
Sherwin-Williams
SHW
$87.2B
| $309M | 0.04% |
898,933
+11,342
| +1% | +$3.93M |
|
234
Essent Group
ESNT
$6.17B
| $303M | 0.04% |
4,996,800
| – | – |
|
235
Crown Castle
CCI
$32.2B
| $302M | 0.04% |
2,935,958
-261,048
| -8% | -$26.4M |
|
236
NVR
NVR
$16.9B
| $299M | 0.04% |
40,467
+28
| +0.1% | +$201K |
|
237
Constellation Energy
CEG
$98.7B
| $295M | 0.04% |
913,843
+4,057
| +0.4% | +$1.07M |
|
238
General Mills
GIS
$20.6B
| $289M | 0.04% |
5,569,082
-857,591
| -13% | -$47.3M |
|
239
International Paper
IP
$21.8B
| $286M | 0.04% |
6,100,795
+3,571,229
| +141% | +$169M |
|
240
Vail Resorts
MTN
$5.23B
| $284M | 0.04% |
1,804,589
+1,794,894
| +18,514% | +$267M |
|
241
Watsco Inc
WSO
$12.9B
| $280M | 0.04% |
634,018
| – | – |
|
|
KKR.PRD
242
KKR & Co 6.25% Series D Preferred Stock
KKR.PRD
$2.55B
| $279M | 0.04% |
5,207,215
+207,215
| +4% | +$10.2M |
|
243
DraftKings
DKNG
$12.5B
| $278M | 0.04% |
6,479,181
+1,640,668
| +34% | +$58.8M |
|
244
Cavco Industries
CVCO
$4.61B
| $278M | 0.04% |
639,505
+489
| +0.1% | +$229K |
|
245
Alexandria Real Estate Equities
ARE
$8.32B
| $276M | 0.04% |
3,797,792
+363,609
| +11% | +$27M |
|
246
Polaris
PII
$3.93B
| $275M | 0.04% |
6,770,831
+54,249
| +0.8% | +$2.04M |
|
247
RingCentral
RNG
$5.4B
| $275M | 0.04% |
9,704,130
+18,112
| +0.2% | +$467K |
|
|
BLD
248
DELISTED
TopBuild
BLD
| $275M | 0.04% |
849,565
-295,800
| -26% | -$87.7M |
|
249
Southwest Airlines
LUV
$22.2B
| $275M | 0.04% |
8,468,269
+10,600
| +0.1% | +$319K |
|
250
Mondelez International
MDLZ
$80.8B
| $271M | 0.04% |
+4,014,872
| New | +$268M |
|
Similar funds
Capital World Investors's Q2 2025 Portfolio in Review
As of Q2 2025, Capital World Investors held 607 positions worth $688B, up 11% from $617B the previous quarter. Its ten largest holdings account for 31% of the portfolio.
Capital World Investors's Q2 2025 filing shows 55 new, 276 increased, 149 reduced and 27 closed positions. Its largest new stake was Hims & Hers Health: 18,559,302 shares worth $925M. The largest sale was Apple, an estimated $3.73B.
By sector, the portfolio is most concentrated in Technology at 25% of assets, up from 21% a quarter earlier, followed by Financials and Consumer Discretionary.
- Capital World Investors's largest Q2 2025 buy was Hims & Hers Health: 18,559,302 shares worth $925M.
- Capital World Investors added most to Capital One in Q2 2025, an estimated $4.17B increase.
- Capital World Investors's biggest Q2 2025 reduction was Apple, cutting an estimated $3.73B.
- Capital World Investors fully exited Discover Financial Services in Q2 2025, selling an estimated $3.53B.
- Capital World Investors's ten largest holdings make up 31% of its $688B portfolio in Q2 2025.
- Capital World Investors opened 55 new positions and closed 27 in Q2 2025.
- Capital World Investors's portfolio value rose 11% quarter-over-quarter to $688B.
Based on Capital World Investors's 13F filing for Q2 2025, filed 13 Aug 2025.